ISHARES TR's ticker is IJH and the CUSIP is 464287507. A total of 529 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.28 and the average weighting 1.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2017 | $71,072,000 | +3.8% | 415 | +0.2% | 0.04% | +2.3% |
| Q4 2016 | $68,456,000 | +7.3% | 414 | +0.5% | 0.04% | +10.3% |
| Q3 2016 | $63,806,000 | +27.2% | 412 | +22.6% | 0.04% | +25.8% |
| Q2 2016 | $50,177,000 | -51.4% | 336 | -53.1% | 0.03% | -46.6% |
| Q1 2016 | $103,343,000 | +3.9% | 717 | +0.4% | 0.06% | +1.8% |
| Q4 2015 | $99,483,000 | +2.9% | 714 | +0.8% | 0.06% | -6.6% |
| Q3 2015 | $96,698,000 | -8.9% | 708 | 0.0% | 0.06% | +1.7% |
| Q2 2015 | $106,161,000 | -1.0% | 708 | +0.3% | 0.06% | +1.7% |
| Q1 2015 | $107,242,000 | -10.2% | 706 | -14.3% | 0.06% | -34.4% |
| Q4 2014 | $119,413,000 | +11.3% | 824 | +16.7% | 0.09% | +52.5% |
| Q1 2014 | $107,242,000 | – | 706 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hefren-Tillotson, Inc. | 748,496 | $108,824,000 | 42.63% |
| Pachira Investments Inc. | 46,774 | $6,729,000 | 27.00% |
| Leonard Rickey Investment Advisors P.L.L.C. | 228,867 | $32,925,000 | 25.54% |
| HBC Financial Services, PLLC | 150,155 | $20,335,000 | 23.05% |
| Affiance Financial, LLC | 179,372 | $25,804,000 | 17.79% |
| Lee Financial Co | 365,578 | $52,592,000 | 17.45% |
| Millburn Ridgefield Corp | 2,025,674 | $291,413,000 | 17.42% |
| Independent Order of Foresters | 101,500 | $14,602,000 | 17.16% |
| ARKANSAS FINANCIAL GROUP, INC. | 312,694 | $44,984,000 | 16.72% |
| LVZ, Inc. | 457,036 | $65,749,000 | 16.06% |